Managing Jurisdictions

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Jurisdictions provide a way to define which Cost Centers, Organizations, and Locations an analyst can select when performing a transaction on a CMDB item. A jurisdiction may for example be functional area with an organization (such as Professional Services) which has its own cost centers or organizations. By allocating jurisdictions to Analysts, the analysts can only choose cost centers, organizations or locations from their Jurisdictions when allocating or reserving a CMDB item.

Adding a Jurisdiction

Before you start

You must have Jurisdiction New selected in the Jurisdictions tab of your Configuration Management security role.

  1. Select and then New. From the submenu, select Jurisdiction .

    2. You can also add Jurisdictions by selecting Add New on the Jurisdiction Search window.

  2. Specify the details.

    3. Name Name for the jurisdiction
    Description Type a description of the jurisdiction. Select full view to edit the description in the Text Editor.

  3. Link Cost Centers and Organizations, if appropriate.
  4. Select to save the details and close the window, or to save the details and display the window with blank fields, ready for you to create another jurisdiction.

Adding a Cost Center to a Jurisdiction

Before you start

If you are adding a cost center to an existing jurisdiction, you must have Update Own Jurisdiction if the jurisdiction is allocated to you, or Update All Jurisdictions if it is not.

If you add Cost Centers that are linked to Organizations, the linked Organizations are automatically added to the Jurisdiction.

  1. ClosedDisplay the Jurisdiction Details window, if it is not already on screen.

    Search for the jurisdiction and select .

  2. From the Linking Panel, select Cost Centers, if it is not already uppermost .
  3. Select to search for Cost Centers you wish to associate with this Jurisdiction.
  4. Search for the cost center.
  5. Double click on the cost center in the search results browse table, or select it and then select .
  6. To automatically add the children of the added Cost Center to the Jurisdiction, select Include Children.

Adding an Organization to a Jurisdiction

Before you start

If you are adding an organization to an existing jurisdiction, you must have Update Own Jurisdiction selected in the Jurisdictions tab of your Configuration Management security role if the jurisdiction is allocated to you, or Update All Jurisdictions if it is not.

If you add Organizations that are linked to Cost Centers, the linked Cost Centers are automatically added to the Jurisdiction.

  1. ClosedDisplay the Jurisdiction Details window, if it is not already on screen.

    Search for the jurisdiction and select .

  2. From the Linking Panel, select Organizations .
  3. Select to search for organizations you wish to associate with this Jurisdiction.
  4. Search for the organization.
  5. Double click on the organization in the search results browse table, or select it and then select .
  6. To automatically add the children of the added Organizations to the Jurisdiction, select Include Children. (When adding an Organization, you can select a parent organization for it).

Searching for Jurisdictions

The Jurisdiction Search window enables you to search for jurisdictions. This window is divided into two panes. You can select the criteria for the search in the left pane. The results are displayed in the right pane. You can apply as many filters as you wish (some of the fields require you to select a check box for that criteria to apply).

  1. Select Menu and then Search. From the submenu, select Jurisdictions .
  2. Filter your search using the search criteria in the left panel.

    3. Active Select to search for currently active jurisdictions.
    Deleted Select to search for deleted jurisdictions.
    Partition From the list, select a partition to filter the jurisdictions by the partition in which they were created. You can select any partition to which you have access.

    This option is only available if you have access to more than one partition.
    Include Deleted Field Values Select to refresh the values in the selected list fields in the search criteria, and include deleted values for those fields. You can then base your search on deleted field values. For example, if your system administrator deleted a value in, say, the Linked Organization field, you can still search for a jurisdiction using this value by selecting the Include Deleted Field Values option.
    Name Select this option to search for jurisdictions by name. A % symbol is automatically displayed, and leaving this in the field will include all names in the search. Alternatively, key in some or all of the letters in the name, followed by the % symbol. For example, S% will return all names with S.
    Linked Cost Center Select this option to search for jurisdictions with linked cost centers. A % symbol is automatically displayed, and leaving this in the field will include all jurisdictions with linked cost centers in the search. Alternatively, key in some or all of the letters in the cost center name, followed by the % symbol or use the Q/D button.
    Linked Person Select this option to search for jurisdictions by the people (Analysts only) linked to jurisdictions. A % symbol is automatically displayed, and leaving this in the field will include all jurisdictions with linked people in the search. Alternatively, key in some or all of the letters in the name, followed by the % symbol or use the Q/D button.
    Linked Organization Select this option to search for jurisdictions with linked organizations. A % symbol is automatically displayed, and leaving this in the field will include all jurisdictions with linked organizations in the search. Alternatively, key in some or all of the letters in the organization name, followed by the % symbol or use the Q/D button.
    Equal, Equal + Below, Equal + Above Use the radio buttons to indicate how you want to filter the results:
    • Equal will return jurisdictions with links to cost centers, people or organizations of this CMDB Item Type
    • Equal + Below will return items of this type and any subsidiary (child) values
    • Equal + Above will return items of this type and any of its parent values

  3. To search on different fields, select and configure your search criteria.
  4. Select . The results are displayed in a browse table located in the right hand pane.

    5. Alternatively, you can begin a new search by selecting or create a new jurisdiction by selecting .

  5. After performing a search, all the jurisdictions which match your search criteria are displayed in a browse table in the search results pane. (You may like to adjust the column widths to see all of the columns.)
  6. The standard buttons are available from this window. You can now select a jurisdiction by selecting the entry in the browse table and then selecting .

Updating Jurisdictions

Before you start

You must have Update Own Jurisdiction selected in the Jurisdictions tab of your Configuration Management security role if the jurisdiction is allocated to you, or Update All Jurisdictions if it is not.

  1. Display the details by searching for the jurisdiction.
  2. Select .
  3. Make the necessary changes.
  4. Select to save the details, or to save the details and display a blank details window if you wish to create another jurisdiction.

Deleting Jurisdictions

Before you start

You must have Delete Own Jurisdiction selected in the Jurisdictions tab of your Configuration Management security role if the jurisdiction is allocated to you, or Delete All Jurisdictions if it is not.

  1. Search for the jurisdiction.
  2. From the search results, select the jurisdiction you want to delete, and select .

    3. To view the details of the jurisdiction before deleting, select Select . The Details window appears in review mode. Then select from this window when you are confident that this is the jurisdiction you want to delete.

  3. Specify the Change Reasons if prompted to do so.

Restoring a Deleted Jurisdiction

You can restore jurisdictions that have been deleted in error.

Before you start

You must have Update selected in the  Jurisdictions tab of your Configuration Management security role. If CMDB Item Security by Type is selected in your Configuration Management security role, you must have the CMDB item type you are working with selected.

  1. Search for the jurisdiction you want to restore, remembering to select Deleted in the Search options.
  2. Select the deleted jurisdiction from the browse table of search results.
  3. Select . You cannot edit the details as the jurisdiction has been recorded in the CMDB as deleted.
  4. From the banner across the top of the details, select .
  5. In the warning message, select Yes to confirm the Restore.
  6. Select to save the changes and close the window.
  7. The search details will still be displayed. Deselect Deleted from the search criteria and then select to update the results and confirm that the jurisdiction no longer appears as deleted.Select to save the details, or to save the details and display a blank details window if you wish to create another jurisdiction.